Authorization Adjustment

NOTE

Authorization adjustment is available only in Sana Pay+ for American Express, Discover, Mastercard, and Visa.

The authorization amount adjustment allows you to increase the authorized amount later but before the first payment capture related to the order.

A sales manager can modify orders directly in the ERP system after customers have placed them to accommodate additional charges, such as expedited shipping or added items. They can edit existing products and add new ones. Any increase to the total order amount will automatically update the authorization amount, ensuring accurate payment capture without manual intervention.

NOTE

The authorization amount adjustment is only allowed until the first payment capture to prevent fraud and chargeback. Decreasing the total order amount will not decrease the authorization amount.

To allow Sana Pay+ to automatically adjust the authorized amount, you must enable the option Allow authorisation adjustment for all Sana Pay payment methods that should support this.

Use Cases

  1. Single Shipment and Invoice:

    • A buyer ordered a product for $100, with an initial authorisation of $100.

    • An additional product, valued at $80, is added.

    • After shipping, the invoice for both products totals $180.

    • The system accurately captures and settles the adjusted authorization amount of $180.

  2. Multiple Shipments and Invoices:

    • A buyer placed an order for three products, totaling $300, with an initial authorization of $300.

    • Only one product, valued at $100, was shipped, and an additional miscellaneous charge of $50 was added.

    • The system correctly captures $150.

    • The remaining two products, valued at $200, were shipped and invoiced a couple of days later.

    • Adjusting the pre-authorized amount is not permitted after the first partial capture.

    • After the first shipment, the authorization remains valid until the default authorization period of the scheme (around 7-28 days).

    • The system correctly captures and settles the adjusted authorization for $350.

Notifications

If the order amount has changed in ERP, Sana Commerce Cloud sends a request to Sana Pay to adjust the authorized amount. Sana Commerce Cloud sends the request when you run the Payment capture scheduled task.

  • If Sana Pay can adjust the authorized amount, Sana Commerce Cloud will send an e-mail to the webstore administrator that the authorized amount has been changed.

    E-mail template: Authorisation [TRANSACTIONID] has changed

  • If Sana Pay cannot adjust the authorized amount, for example, because of the insufficient funds in the customer's account, Sana Commerce Cloud will send an e-mail to the webstore administrator stating that Sana Pay cannot adjust the authorized amount.

    E-mail template: Payment authorisation [TRANSACTIONID] cannot be extended

These e-mails are sent to the email address specified in the Sana Pay add-on settings. For more information, see Payment Notifications.